MG

MilWealth Group Portfolio holdings

AUM $388M
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Sells

1 +$113K
2 +$104K
3 +$74.1K
4
PFG icon
Principal Financial Group
PFG
+$24.6K
5
DVN icon
Devon Energy
DVN
+$21.1K

Sector Composition

1 Technology 0.28%
2 Financials 0.22%
3 Industrials 0.1%
4 Utilities 0.09%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.82K ﹤0.01%
86
52
$8.77K ﹤0.01%
174
53
$8.24K ﹤0.01%
50
54
$5.19K ﹤0.01%
426
55
$2.98K ﹤0.01%
+23
56
$1.7K ﹤0.01%
7
57
$1.11K ﹤0.01%
60
58
$336 ﹤0.01%
3
59
$318 ﹤0.01%
15
60
-965
61
-576
62
-410
63
-67
64
-903
65
-70
66
-1